Wealth and health protection is vital to UK nationals living as expats around the world. By safeguarding your financial assets, you equip yourself with a defence against future changes and ensure that, should you encounter any challenges, you are financially prepared for whatever the future may bring.
The three pillars of wealth protection are health, income, and life; all factors that are intrinsically essential for your well-being, quality of living, and future comfort.
While we all buy insurance products to protect our homes, cars and possessions, the truly valuable things can often be overlooked – with potentially dramatic consequences.
Chase Buchanan has created our FREE Health, Income & Life Protection Guide to explain what these pillars mean, why they are crucial to protecting your assets, and what we can do as an expert global wealth management team to put that safety net in place.
None of us can know what the future holds, as demonstrated by recent events.
Our complimentary Guide considers what you can do, now, to protect against such unforeseen circumstances:
- Creating a contingency plan for the loss of a job, business, or income stream.
- Ensuring that you have access to the best healthcare available should you, or a family member, become unwell or injured.
- Protecting the future stability of your family wealth by seeking tailored life cover that is specifically suited to your circumstances.
The Chase Buchanan team isn’t here to sell you insurance products. Instead, we are a global team of wealth management consultants with expertise in every aspect of financial planning, investment portfolio management, and bespoke advice to secure your future and that of your family.
Every course of action we recommend follows a thorough private consultation process.
Once we understand your position, your finances, your assets and your aspirations, we can advise on the optimal ways to protect your wealth, and provide for whatever the future might bring.
It is crucial to seek professional financial advice to safeguard your assets.
Differences in tax legislation, succession planning rules and healthcare provision are significant across borders.
To prepare sufficiently for the future, it is vital that you consult an experienced team who understands the finer detail of legislation in your host country and can adapt your investment strategies accordingly.
Insuring your wealth is an investment into your future safety, security, and comfort and having professional assistance gives you piece of mind that the protection you select is the ideal product and covers any eventualities you wish to safeguard against, while at a cost that is viable and competitive.
We ensure you never invest in any insurance that doesn’t offer the best possible protection for you, with all the information required to make an educated decision about the best options.
Download your FREE Health, Income & Life Protection Guide today to learn more about the benefits of financial planning, and how it could make all the difference.
About Chase Buchanan
Chase Buchanan is proud to uphold our reputation for excellence, with local offices around the world in Cyprus, Spain, Portugal, France, Canada, Belgium, the USA, the Isle of Man and our Administration Centre in the UK.
From investment strategies to retirement plans, health protection and life insurance, we consider your circumstances, and the potential scenarios you most need to defend against, delivering individual recommendations tailored to your requirements.
We recognise the unique nature of every family, and every portfolio, and seek to offer the highest standard of professional support to ensure you invest wisely, safely, and in a way that supports your family’s long-term goals.
Our team is on hand to answer any questions you might have about the best way to prepare for the future, and safeguard your assets for the generations to come.
FREE GUIDE
Health Income Life Protection
Download your complimentary Guide to Health, Income and Life Protection today.
This resource explains the importance of protecting your wealth, with guidance to assess the most suitable insurances for your family and future plans.
Trusted advice made simple
Download Guides for UK Expats
Expat Tax Guide - Italy
This guide provides an overview of the Italian tax system, highlighting some of the most significant variances.
Expat Tax Guide - Belgium
With a unique blend of geography, cultures, and an outstanding quality of living, Belgium remains one of the most appealing destinations for families, professionals, and retirees alike.
Expat Tax Guide - Cyprus
Cyprus is a multi-faceted country, offering one of the finest climates in the Mediterranean as well as multiple employment opportunities, a safe and relaxed culture popular with families, and a peaceful way of life for retirees.
Expat Tax Guide - France
France remains one of the most popular countries of choice, with UK nationals seeking to relocate or retire abroad.
Expat Tax Guide - Portugal
Portugal offers many benefits to UK citizens looking for a new life experience, employment opportunities, warmer retirement climes or a new culture to enjoy.
Expat Tax Guide - Spain
As more UK nationals look overseas for lucrative work opportunities and a relaxed retirement, Spain remains one of the most popular destinations. The scenery, climate, and pace of life are all compelling reasons to relocate.
Residency Guide - Cyprus
Hundreds of thousands of British nationals enjoy life overseas, and it is essential to understand how your residency status will affect your tax liabilities over the long term.
Residency Guide - France
From January 2021, the UK became an independent nation and is no longer part of the EU. British nationals living in France continue to cope with concerns amid much uncertainty about what the future will hold, with prospective expats unclear about what may have changed.
Residency Guide - Portugal
While the UK has not been part of the EU since early 2021, many expats still feel a great deal of uncertainty about whether the prospect of relocating abroad remains viable and how their residency or tax position may change in the future.
Residency Guide - Spain
For the millions of UK nationals living, working and studying in Spain, the UK’s departure from the EU in early 2021 gave rise to uncertainty and concern about how their position may change in terms of residency, taxation, and the right to relocate.
Irish Pension Transfers
Retirement income and pensions are often among the most valuable assets we hold, they can dictate our future lifestyle, our comfort and our enjoyment throughout our retirement years.
International Pension Transfers
Planning for retirement overseas can be such an exciting time with the opportunities to relax and travel the world, but for many people planning to spend their retirement abroad, understanding the rules and complexities of international pension transfers can be challenging.
Guide to Retiring in the EU
With around half a million UK nationals retiring in the EU in the post-Brexit world, understanding the security of future pension income, taxation rates, and possibilities for cross border transfers is a crucial requirement.
Expats Guide to Brexit (Q4 2020)
We have created our FREE downloadable guide – Expats Guide to Brexit – which explains what leaving the EU/EEA means for UK nationals in Europe along with all the essential information you need to know.
Education Fee Planning
If you are considering different education options for yourself or your children, download our Guide to Private Education Planning to find out how you can manage your finances to ensure you get the education you want.
Health, Income & Life Protection
While you accumulate your wealth, it's essential to ensure you properly protect it. Your health and life is vital to your earnings potential and the future of your family.
Investment Scams Guide
In a world where financial fraud and investment scams are rife, every investor needs to understand the potential signs something is not as it should be.
Offshore Investment
There are many financial benefits to being an expat and a whole host of offshore wealth management solutions that can help secure your financial well-being. Our guide below helps explore different options you could take in offshore investment.
Retirement Planning
If you're thinking about your retirement plan, it's likely that you are considering whether a pension is the right thing to invest in.
SIPPs v QROPS
SIPPs are personal pension wrappers that offer investors more freedom of choice than traditional personal pensions.
UK Lifetime Allowance Guide - 2023 Reforms
Although the 2023 announcements around removing the LTA have been well-publicised, numerous other factors may still be unclear and advice is best sought. Download the latest LTA advice on how the 2023 Lifetime Allowance amendments may affect your retirement plan.